AppX Retainer Program

You've gone through the AppX Agency Assessment and trained your team with one or more of our AppX training programs. You’re yielding great results and growing your bottom line – so what’s next? Maintain the momentum, build on your progress, and maximize your results with AppX Retainer.

Progress isn’t static, it’s dynamic. It's easy to fall into comfortable routines and be distracted by ongoing operational pressures, but stellar results depend on continuous improvement and striving to attain new levels of excellence. Give your agency the benefits of objectivity by working with expert sales and marketing partners who know you and your team, but who are also out there in the marketplace every day learning new trends, best practices and ideas.

Through AppX Retainers, we partner with your agency and your team for long-term success. Your management team has priority access to work with our consultants on the areas where you need the most support to attain the goals that are most important to you. We help you assess and set specific progress goals based on where your agency and team are at, and then systematically work to reach those goals. We help you to maintain focus and discipline where its important and keep your eye on results-oriented action plans.

Our AppX Retainer is a 12-month custom engagement with Agency Performance Partners that can be appended to any of our service packages to keep progress moving forward.

HOW WE KEEP YOU ON TRACK

TRAINING

Two Onsite Training Days

Designed Content

Interactive Session

TRACKING

Bi-Weekly Metrics to Show Results

Run by APP

TOOLS

Scripts

Role Playing

Worksheet

COACHING

Monthly Coaching Calls

Workbook

Plan of Attack

Ongoing coaching and consulting package includes:

2 days onsite per year

Monthly meeting

Monthly metrics reporting

On call as needed

LEARN MORE

Get a taste of some of what we cover in our retainer program. If you are concerned about team buy in, leave it to us. We are experts on ralleying the troops and getting everyone on board.

RESULTS DON’T LIE

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner

Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent

Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager

Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”